-15.0%
UNH vs KVUE
-20.4%
+5.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -3.2% | -6.1% | +3.0% | -2.9% |
| 30D | -3.5% | -5.6% | +2.1% | -3.2% |
| 3M | -4.2% | -0.3% | -3.8% | -4.1% |
| 6M | +38.3% | +1.4% | +36.9% | +38.3% |
| YTD | +19.2% | +6.7% | +12.5% | +18.9% |
| 1Y | +15.0% | +1.0% | +14.0% | +15.2% |
| 3Y | -14.5% | -5.4% | -9.1% | -15.5% |
| All | -15.0% | -20.4% | +5.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KVUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling